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    4 Mar, 2025
    老實淘金沙：如何尋找穿越牛熊的長線投資
    news

    即使是在 「山寨熊市」 中，押注基本面出眾的專案，也能獲得超越 BTC 和 ETH 的 Alpha 收益。本文源自 Alex Xu, Lawrence Lee 所著文章，由 深潮 TechFlow 整理、編譯及撰稿。 （前情提要：趙長鵬：堅持基本面投資「不會做技術分析」，我2014年比特幣買在600美元 ） （背景補充：加密貨幣、通膨、債券：2025做好風險控制的投資指南 ）   毫無疑問，本輪牛市週期是山寨幣表現最差的一輪。 與過往幾輪大牛市開啟後各類山寨幣價格表現活躍，導致 BTC 市佔率快速下跌的歷史規律不同，本輪牛市自從 2022 年 11 月市場見底以來，BTC 市佔率從 38% 左右不斷上漲，目前穩穩站在 61% 以上，這還是在本輪週期山寨幣數量快速擴容的背景之下，本輪山寨幣價格之弱可見一斑。 BTC 市佔率走勢，來源：Tradingview 本輪行情走到今天，基本印證 Mint Ventures

    Continue Reading老實淘金沙：如何尋找穿越牛熊的長線投資

    4 Mar, 2025
    中国与加拿大对美国发起“反向Gas费”　加剧“贸易链上分叉”风险！
    news

    全球贸易「链上流动性」再受冲击，中国与加拿大对美国最新关税发起「反向Gas费」，让全球最大经济体距离「全面分叉」更近一步。 加密市场在此之前已承压，周二资产整体「回调」12%，投资者在不断「重估持仓」，应对日益增长的「市场不确定性」。 加拿大对美国进口商品「加码Gas费」25% 加拿大总理贾斯廷·特鲁多（Justin Trudeau ）于周一晚间宣布「反向Gas费」，确认对价值208亿美元的美国进口商品征收 25% 的链上费用，该措施将于 3月5日正式上链。这些「对冲机制」将持续生效，直至美国「回滚」对加拿大商品的「链上限制」。 值得注意的是，这些费用不会影响已在链上流转的资产，确保「在途交易」不受即刻冲击。 此举回应了美国总统唐纳德·特朗普的决策。此前，美国已对 加拿大与墨西哥资产 加征 25% 的链上Gas费，并对 加拿大能源资产 施加 10% 的额外费用，结束了短暂的「宽限期」。特鲁多暗示未来可能会有「额外治理参数调整」，但本轮具体涉及的资产类别仍未明朗。 中国「封锁25家美国节点」，升级链上制裁应对新关税 与此同时，中国对美国最新的「链上Gas费上调」做出 双重回击。 一方面，中国对 多种美国农业与食品资产 加征 10%-15% 的链上交易费用，提高「跨链流动成本」。 另一方面，北京 封锁25家美国「节点」，对其施加「链上黑名单」限制，涉及 出口与投资准入，理由为「链上安全风险」。 #BREAKING: Starting March 10, 2025, #China will impose additional tariffs

    Continue Reading中国与加拿大对美国发起“反向Gas费”　加剧“贸易链上分叉”风险！

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